Go to My Dashboards
Click Lost Patient List
Click icon Scenarios
Click New Scenario
Click on pencil to change the campaign start and end date
Select Custom for the Range. Select the start and end date from the datepicker. Campaigns that run quarterly should have a month added to the end date. For example, three text messages are sent 10 Jan, 10 Feb, and 10 Mar plus 1 month where it ends on 10 Apr 2025. That 1 month extra time allows PD to provide a better campaign outcome to the practice.
Click on pencil to change date range when last examined
Select Custom for the Range. It will automatically select the start and end dates. This period can be between 12 and 16 months where the patients have not returned to the practice.
Delete text “Scenario: “ from the title and we want to show “Lost Patient List” in various places like the admin section and pre-approval email that is sent to the practice.
Click the tick to save the title
Click Close and wait for the dashboard to reload
Check the message for each branch and fix any missing placeholders in the variables section such as text_appointment_link, text_telephone_prefix, text_business_name, etc. In this case, text_appointment_link was Pymble branch.
Add the appoinment link followed by the pipe “|” as shown
Click icon Refresh to reload the dashboard report
